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How to connect Motion and Zoho CRM
Create a New Scenario to Connect Motion and Zoho CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Motion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Motion or Zoho CRM will be your first step. To do this, click "Choose an app," find Motion or Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Motion Node
Select the Motion node from the app selection panel on the right.
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Add the Zoho CRM Node
Next, click the plus (+) icon on the Motion node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
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Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Motion and Zoho CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Motion and Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Motion, Zoho CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Motion and Zoho CRM integration works as expected. Depending on your setup, data should flow between Motion and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Motion and Zoho CRM
Motion + Zoho CRM + Slack: When a task's status is updated in Motion, the corresponding record in Zoho CRM is updated, and a notification is sent to a Slack channel.
Zoho CRM + Motion + Google Calendar: When a new lead is created or updated in Zoho CRM, a new task is created in Motion and a follow-up meeting is scheduled in Google Calendar.
Motion and Zoho CRM integration alternatives
About Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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About Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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See how Latenode works
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FAQ Motion and Zoho CRM
How can I connect my Motion account to Zoho CRM using Latenode?
To connect your Motion account to Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Motion and click on "Connect".
- Authenticate your Motion and Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zoho CRM tasks from new Motion tasks?
Yes, you can! Latenode lets you seamlessly create tasks in Zoho CRM whenever a new task is added in Motion. Streamline your workflow and ensure no task is ever missed with this automation.
What types of tasks can I perform by integrating Motion with Zoho CRM?
Integrating Motion with Zoho CRM allows you to perform various tasks, including:
- Create new Zoho CRM leads when new projects are created in Motion.
- Update Zoho CRM contacts when task status changes in Motion.
- Sync Motion task deadlines with Zoho CRM event dates.
- Generate reports in Zoho CRM based on completed Motion tasks.
- Trigger Motion project updates when a new deal is won in Zoho CRM.
HowdoidatafromMotionbeusedtoupdateexistingZohoCRMrecords?
With Latenode, use Motion data to update Zoho CRM records via built-in actions or custom JavaScript for advanced transformations and conditional logic.
Are there any limitations to the Motion and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data syncing is subject to API call limits from both Motion and Zoho CRM.
- Complex data transformations might require JavaScript knowledge.
- Custom fields in Motion and Zoho CRM may need manual mapping.
